Job Title: Senior Paraplanner
Industry: Financial Planning
Location: Loughton
Salary: Up to £75,000 (negotiable dependent on experience)
Job Reference: 9320
Job Description:
Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex. Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.
As a Senior Paraplanner, you will play a key role in the firm, working closely with Financial Planners to deliver comprehensive and high-quality financial planning services. This role offers the opportunity to take on more responsibility, including technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients’ needs and personal goals.
You will become the technical 'go to’ within the office, working as a support to the Financial Planners and as a mentor to the less experienced Paraplanners
Duties will include but not limited to:
1. Act as the main point of contact for all technical support.
2. Interpret and analyse dat...